This section allows admins to configure Plex AI access for both the user and the client.
On this tab, admins can configure if added clients will get AI by default across the tenancy or manage existing client AI access.
On this tab, admins can configure if added users will get AI by default across the tenancy or manage existing user AI access.
Plex AI streamlines finding development and authoring, reducing the time spent on manual proactive security report development while ensuring data integrity and quality.
All interactions among system components, including AI, are secured through encrypted channels utilizing TLS 1.2. Within a PlexTrac instance, all AI components utilize PlexTrac’s RBA system to guarantee appropriate access controls. This ensures that client, reports, and classification requests adhere to configured access controls, maintaining security and integrity when utilizing generative components. No customer data is used to train the AI model.
For more information, view the Security FAQ.
Content Generation: AI intelligently generates content specific to the finding being edited. To learn more, click the info icon within the side drawer that appears when content is generated.
Dynamic Content Selection: Once the AI generates content, users can replace the existing text with the newly generated content if it meets their standards. Should the initial output not suffice, content can be regenerated.
Historical Navigation: Users are not limited to accepting the first piece of generated content. Through simple "previous" and "next" navigation, they can browse different versions of the generated text, ensuring the selection of the most fitting content for their report.
Efficiency and Flexibility: The process is designed to accommodate both situations where users start with an empty field or wish to update current content, granting flexibility and efficiency in enhancing report quality.
Areas of the platform using AI are identified with a "Use AI" button at the bottom right of a text box, such as the description and recommendations fields of a finding on the Finding Details tab or the Narrative tab of a report.
It is important to ensure that all relevant fields contain content to generate the most effective output. AI draws on values from other fields to produce high-quality output. For instance, when generating a recommendation for a finding, AI uses information from the finding name and any existing content in the recommendations field.
Step 1: Where available, click Use AI.
Step 2: A side drawer will open with the suggested text provided by AI. Click Insert & Replace to use the generated text and override the existing text.
Any content currently in the field, including tables or images, will be replaced.
Or click Regenerate to see a different response.
Step 3: The content is inserted into the text field. Make further edits as needed.
Although PlexTrac has taken great care to ensure the accuracy and quality of the text generated, AI systems can occasionally produce content that includes hallucinations, inaccuracies, or unreliable statements. AI-generated text cannot replace professional advice, information, or services. It is recommended that users exercise their judgment, conduct additional research, and verify any critical details before relying on or acting upon the information presented.
The Licensing section allows an admin to enter a license key by entering a key into the provided box and clicking Add License.
The version for a tenancy can be obtained at the bottom of any page in the Admin Dashboard.
The list of licenses for a tenancy can be obtained at the bottom of any page in the Admin Dashboard by clicking Licenses.
Licensing allows admins to manage software licenses and product keys to activate and authenticate PlexTrac modules and integrations. Admins can also configure priority and Plex AI settings at the tenant or client level.
Licensing contains the following sections:
Stored responses by AI can be accessed by clicking Previous and Next until new content is added or the side drawer is closed.
This option determines if a priority applies to a tenant or is specific to a client and whether it appears to end users after creation. The default value is Tenant-level priorities.
Modifying this option after users have created priorities can change the priorities displayed on the Priorities module home page. Priorities assigned to specific clients will not be shown if the tenant is set to "Tenant-level priorities."
If Tenant-level priorities is selected, a user can set up a priority across all clients in the tenancy with access to all findings and assets in the platform.
This will be identified to users in the Priorities module home page under the "Client" column as All clients.
If Client-level priorities If selected, a user must choose a client when creating a priority and can only link assets and findings from that client.
This will be identified to users in the Priorities module home page under the "Client" column by listing the client's name.
